UBS (CH) Investment Fund - Equities Global Climate Aware II I-XFür den Zugriff auf unsere Ratings hier anmelden |
Wie hat sich dieser Fonds entwickelt? | 31.08.2024 |
Wachstum von 1000 (CHF) | Charts Erweitert |
Fonds | 6,2 | 25,4 | -17,5 | 13,4 | 17,3 | |
+/-Kat | -15,2 | 7,9 | 4,0 | 12,3 | 8,9 | |
+/-Idx | 0,5 | 3,1 | -0,7 | 2,3 | 0,4 | |
Kategorie: Branchen: Ökologie | ||||||
Kategorie Benchmark: Morningstar Global TME NR USD |
Übersicht | ||
NAV 19.09.2024 | CHF 1596,85 | |
Änderung z. Vortag | 1,94% | |
Morningstar Kategorie™ | Branchen: Ökologie | |
Valoren | 46191879 | |
ISIN | CH0461918796 | |
Fondsvolumen (Mio) 19.09.2024 | CHF 1262,71 | |
Anteilsklassenvol (Mio) 19.09.2024 | CHF 194,05 | |
Ausgabeaufschlag (max.) | 3,00% | |
Laufende Kosten 18.07.2024 | - |
Anlageziel: UBS (CH) Investment Fund - Equities Global Climate Aware II I-X |
The investment objective of this sub-fund is principally to achieve a long-term performance that matches the performance for global equity investments (excluding investments in Switzerland). The fund pursues a rule-based investment approach that takes into account both quantitative and qualitative criteria. The aim of the rule-based approach is to allow for investment risks related to climate change, such as CO2 emissions. Companies are evaluated in terms of their current and expected contributions to climate change. Based on these contributions, investments are increasingly made in companies that are geared towards the transition to a low-carbon global economy (for example, companies in the renewable energy sector). Companies that are not committed to this transition (for example, that generate electricity from coal) are underweighted within the referenz index MSCI World ex Switzerland (net div. reinv). |
Returns | ||||||||||
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Management | ||
Fondsmanager Startdatum | ||
Urs Räbsamen 01.02.2024 | ||
Marcel Fischli 04.08.2022 | ||
Click here to see others | ||
Anteilserstausgabe 28.03.2019 |
Werbung |
Kategorie Benchmark | |
Fondsbenchmark | Morningstar Benchmark |
MSCI World ex Switzerland H CHF NR CHF | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Was steckt in diesem Fonds? UBS (CH) Investment Fund - Equities Global Climate Aware II I-X | 31.07.2024 |
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Top 5 Positionen | Sektor | % |
Apple Inc | Technologiewerte | 4,89 |
Microsoft Corp | Technologiewerte | 4,73 |
NVIDIA Corp | Technologiewerte | 4,40 |
Amazon.com Inc | Zyklische Konsumgüter | 2,53 |
Alphabet Inc Class A | Nachrichtenwesen | 1,54 |
aufgestockt reduziert neu seit letztem Portfolio | ||
UBS (CH) Investment Fund - Equities Global Climate Aware II I-X |